See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,826 | $35,183-1.0% | $73,545-52.6% | $70,131-50.3% |
| Participation rate | 10.9% | 42.9%-32.1pp | 54.9%-44.1pp | 69.5%-58.7pp |
| Annual return | 14.91% | 26.90%-12.0pp | -15.16%+30.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $972 | $1,220-20.3% | $1,806-46.2% | $3,332-70.8% |
| Admin fee / account holder | $3,270 | $2,302+42.0% | $2,320+41.0% | $4,645-29.6% |